See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
THE PATRIOT FINANCIAL GROUP4+ years Filed as: PATRIOT FINANCIAL, LP Service code 28 2929 ARCH STREET · PHILADELPHIA, PA 19104 | Investment Management | $571,153 |
Filed as: MORGAN STANLEY Service code 51 · EIN 26-4310632 | Investment Mgmt Fees | $290,831 |
ATALANTA SOSNOFF4+ years Filed as: ATALANTA SOSNOFF CAPITAL Service code 51 · EIN 20-0461050 | Investment Mgmt Fees | $191,499 |
FOUNDRY PARTNERS4+ years Service code 51 510 FIRST AVENUE NORTH · MINNEAPOLIS, MN 55403 | Investment Mgmt Fees | $170,483 |
MANNING & NAPIER4+ years Filed as: MANNING & NAPIER ADVISORS Service code 51 · EIN 16-0995736 | Investment Mgmt Fees | $152,161 |
THE SEGAL COMPANY4+ years Service code 11 · EIN 13-1835864 | Actuarial | $133,480 |
LORD ABBETT4+ years Filed as: LORD ABBETT & CO. Service code 51 · EIN 13-5620131 | Investment Mgmt Fees | $124,416 |
BAHL & GAYNOR2 years Service code 51 255 E 5TH ST #2700 · CINCINNATI, OH 45202 | Investment Mgmt Fees | $105,506 |
CLEARY, JOSEM & TRIGIANI LLP4+ years Filed as: CLEARY & JOSEM, LLP Service code 29 · EIN 23-2657967 | Legal | $100,976 |
JPMORGAN INVEST HOLDINGS LLC3 years Filed as: JP MORGAN CHASE Service code 51 277 PARK AVENUE · NEW YORK, NY 10172 | Investment Mgmt Fees | $100,647 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $341,093,897-100.0% | $568,132-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | 3.88% | 14.29%-10.4pp | 14.64%-10.8pp | 21.83%-18.0pp |
| Employer contribution / active EE | $17,557 | $12,083+45.3% | $41,831-58.0% | $12,237+43.5% |
| Participant deferral / active EE | $0 | $70-100.0% | $200-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $36,942-100.0% | $1,551,325-100.0% |